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Excel and Other Stats for Auditors Training
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Cost $89 (2.0 CPE) each or the complete series of 12 for $899 (24.0 CPE) or sign up for both our General Audit Software Training along with ACL Training for only $1,599
Receive the expert audit software training you’ve been looking for right from your own office. AuditSoftware.net developed specialized web-based audit software training course focused on retention and quick practical application of your Excel knowledge. This web-based program of Excel and other related courses provides you with the know-how and tools to use Excel effectively- and quickly - within your organization. Already developed scripts and sample data files will be included to jump start your project work and can be used in future testing and training. Live webinar courses will be offered giving you the opportunity to apply new skills to your audit projects with measurable results. Accessing the recorded version of these webinars provides the reference capability you need during project work throughout the month and beyond.
Speaker - Richard B. Lanza, CPA, CFE – President – Cash Recovery Partners, LLC
Helps companies identify their hidden
financial assets, mostly using technology and referring them to
specialists. He has two decades of experience in audit technology and
recovery auditing, becoming a leading authority in these areas.
Rich is the author of 13 publications and training courses including his first, 101 ACL Applications: A Toolkit for Today’s Auditor, the IIA’s Proactively Detecting Fraud With Computer Audit Reports, which earned him an award from the ACFE and recently, Cost Recovery: Turning Your Accounts Payable Department Into a Profit Center for John Wiley & Sons. Rich was also recently a key contributor to the IIA’s Global Technology Audit Guide (GTAG) Fraud in an Automated World and ISACA's Data Analytics - A Practical Approach research whitepapers.
He has worked for companies ranging in size from $30 million to $30 billion, and in all he has helped them produce tremendous savings through the use of technology and cost recovery initiatives. His websites, www.findmillions.net and www.auditsoftware.net, help companies to identify cost recovery and prospective savings in all areas of their business while implementing the latest in audit technology.
*** - Key Note for All Webinars – Once a webinar is complete, the user will have 12 months access to a taped version of the webinar in its entirety, along with links to any needed data files for the courses. This access will expire one year after the date of the live webinar. No CPE credits are available for this video yet it is provided for later viewing and practice, such as closer to an actual audit date.
FEBRUARY 2012
1. Graphing Data in Excel – Scattergraphs with a focus on the Audit - February 23, 2012
There is always something to learn with graphing in Excel, especially with the recent changes in Excel 2007 and 2010. In this course, we will start with the basics but show you that you can move to intermediate and advanced Excel techniques with a click on the Excel ribbon.
In this case study discussion formatted course with an already developed Graph template, you’ll learn how to translate unwieldy files of financial data into a single compact scattergraph, pie chart, or overlay—and then to pick out the key items that merit sampling and follow-up. Pivot Charts, multi-axis charts, data label issues, and other graph topics will all be discussed with a unique focus on the audit aspects of graphing.
The specific learning topics are:
- Understand graph types and their different analytical strengths from a audit perspective
- Utilize percentiles, strata, and other simple statistical tools in graphs for assessing whether an item is unusual
- Using named ranges for auto-formatting an entire Pivot Table area or graph range so that the graph range will auto-update based on the data in that sheet
- See how to quickly turn a graphing exercise into a sampling one by sampling multiple categories to identify highest-risk items
- Be able to operate a graph template for creating numerous audit-report ready presentations of payables and general ledger data (although the techniques can be used in almost every audit area).
Freebies
- Graphing template for numerous audit report ready presentations of payables and general ledger data ($35 Value).
Date: February 23, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
MARCH 2012
2. How To Save Millions At Your Company - Top Cost Saving Projects for 2012 and Beyond -March 14, 2012
How To Save Millions At Your Company - Top Cost Saving Projects for 2012 and Beyond
Regardless of any budget, cost savings and recovery projects can be incorporated into any organizational plan for 2011 / 2012. With past error percentages ranging from .1% to 6% (depending on the category of spend) and go-forward savings opportunities of 50% or more, companies owe it to themselves to establish and optimize a set of cost saving initiatives for the coming year.….before they disappear.
Specific learning objectives include:
- Be able to tailor a plan for cost savings in the coming year, with no cash budget required, using a variety of easy-to-implement cost recovery / saving initiatives
- Discuss numerous case studies with the people who experienced the projects, to be able to better gauge future savings opportunities at your organization
- Understand how cost recovery can support any Sarbanes-Oxley or other control testing plan, supplementing your existing staff at no cost.
- Learn about instances when such cost-cutting reviews can also become effective fraud fighters
- Be able to prioritize technology opportunities, depending on your company’s potential for maximum savings, ensuring that the technology pays for itself from day one
- Understand the plethora of data analysis tools and continuous monitoring applications available to companies (with associated costs and benefits)
- Be able to use mathematical scoring in order to improve selections of the top vendors / transactions for further reviews, be it for error or even fraud detection reasons
Date: March 14, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
APRIL 2012
3. Benfords Law and Other Mathematical Theories in Auditing - APRIL 18, 2012
This course explains the concepts and application of the mathematical phenomenon of Benford’s Law. Learn to use Digital Analysis to identify statistically unlikely occurrences of numeric amounts that may point to fraud or process inefficiencies.
The specific learning topics are:
- Understand how naturally occurring numbers appear with predictable frequency
- Learn about best practices in using Benford’s Law and success case studies where the law has been used
- See how other statistical techniques can be used to assist sampling and other selection efforts.
Date: April 18, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
MAY 2012
4. Using Transactional Scoring To Improve Your Audit Testing - May 23, 2012
This course teaches basic concepts and techniques related to transactional scoring and the importance of traditional sampling versus sampling using transactional scoring. discussed. You’ll learn to prioritize your audit testing and improve sampling by adding a customized weighting system that flags suspicious transactions.
The specific learning topics are:
- Understand basic concepts and importance of scoring models
- Learn how to implement a scoring system within your audit practice using ACL and Excel
- Consider lessons learned from more than a decade of experience with CRP’s proprietary scoring techniques
Date: May 23, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
5. Building Excel Macros to Assist with Routine Audit Tasks May 31, 2012
Excel macros can be developed for almost anything in Excel to automate routine tasks. A top list of tasks auditors complete in Excel sheets with a methodology for completing each macro will be presented to automate these and hopefully more tasks in your audit function. Excel macros can automate audit tasks that can be time consuming but tend to be specific to the company and task at hand. Hence, this session will cover all basic macro development, as well as, provide and explain advanced macro tools for use to automate workpaper development.
The specific learning topics are:
- List routine audit tasks that can be automated
- Explain how Excel macros can be used to automate these tasks
- Demonstrate how to use Excel macro sheets (provided with the session) that complete advanced workpaper development and audit tasks
Date: May 31, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
JULY 2012
6. Benfords Law and Other Mathematical Theories in Auditing - Part 2 July 18, 2012
This course will continue from the original course and will delve into additional mathematical phenomenon that can be used by auditors.
Date: July 18, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
AUGUST 2012
7. Active Data for Excel - The Perfect Complement to any Data Analysis Function Practical Case Studies - August 9, 2012
This course assists auditors in implementing data analysis routines using ActiveData for Microsoft ExcelTM, a popular Excel add-in that allows users to complete many audit software tasks right in Excel. The course comes with a 30-day free license to the product add-in that works directly within Excel.
The specific learning topics are:
- Understand the powerful combination of ActiveData and Excel
- Master basic techniques for importing managing data
- Using sample data, run and view results in report format
- Learn how skills learned can be transferred to ACL and other data analysis tools
Date: August 9, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
8. Pivot Tables for Auditors August 22, 2012
An entire course devoted to example audit reports and other analysis that can be performed with Pivot Tables in Microsoft Excel. Sample Pivot Tables and data will be provided to jump-start your program.
Date: August 22, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
OCTOBER 2012
9. Using Excel's Functions, Formatting Audit Tools October 24, 2012
Learn about various ACL functions that can assist in a data analysis audit or in completing your workpapers in Excel. Also learn the ins and outs of Excel’s own audit tools
Date: October 24, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
November 2012
10. Active Data for Excel - Advanced Techniques and Tests November 6, 2012
Some of the more advanced techniques and tests will be covered in this Active Data course. Building
The specific learning topics are:
- Apply more advanced techniques in analyzing data including stratifying, digital analysis, and identifying duplicates
- Learn 16 common fraud detection, cash recovery, and audit tests within accounts payable, accounts receivable and general ledger audit areas
- Using sample data, run and view results in report format
Date: November 6, 2012
Time: 11:00 AM- 1:00 PM (Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
DECEMBER 2012
11. Best Practices in Audit Software Implementations December 6
Are you paying more than you should for software? Do you need a solid plan to maximize technology this year? Gain a clear definition of the audit, anti-fraud, and assurance software market, ensuring you create the best business plan before buying anything. See the forecasted industry trends that will affect your next purchase so you don't select the wrong technology. Learn best practices for your next installation to avoid any implementation pitfalls.
The specific learning topics are:
- Risk Management Software
- Sarbanes-Oxley Documentation Solutions
- Continuous Controls Monitoring
- Data Analysis
- Work Collaboration and Management
- Employee and Control Assessment Tools
Date: December 6, 2012
Time: 11:00 AM- 1:00 PM
(Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
12. Graphing Data in Excel for Auditors Part II December 19
Follow up course to the original session held in 2012. This course will be more intermediate in nature, delving into more advanced graphing techniques for use by auditors.
Date: December 19, 2012
Time: 11:00 AM- 1:00 PM
(Eastern, GMT -0500)
CPE: 2 Credits are available for attending the seminar which are awarded
based on a 50-minute hour.
Program Level / Prerequisites and
Advance Preparation: Basic / None
Basic Delivery Method: Group Internet Based
Recommended Category: Specialized Knowledge and Applications
Cost: $89
Questions, complaint resolution, and refund policy
If you have any questions regarding the course, our administrative and complaint policies, or were not satisfied with this course and would like a refund of your seminar fee, please contact:
Richard B. Lanza,
President of Cash Recovery Partners, via the following means:
Phone: 201-650-4150
Fax: 973-270-2428
Email: rich@auditsoftware.net
Address: PO Box 31, Lake Hopatcong, NJ 07849
Cash Recovery Partners, LLC is registered
with the National Association of State Boards of Accountancy (NASBA) as
a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website:
www.learningmarket.org.
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